Sage 100

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  • 1.  Best way to clear out all credit cards

    Posted 10-17-2022 19:37
    Client has been storing card info in Sage but never actually processing them in Sage (they were using a manual terminal).

    Now they are using Fortis and all the old card info is of course not in the Fortis vault and generating errors.

    What is the best way to remove all the old credit cards?

    TIA

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    Greg Stiles
    S & W Microsystems
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  • 2.  RE: Best way to clear out all credit cards

    Posted 10-18-2022 08:04

    Greg,

    There is a utility at:

    Accounts Receivable > Utilities > Clear Credit Care and ACH Information

     Or you could just reinitialize AR_CustomerCreditCard

     I think the utility removes them from the Vault so it may take longer

     



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    David Overholt
    DWD Technology Group
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  • 3.  RE: Best way to clear out all credit cards

    Posted 10-18-2022 08:57
    I've reinitialized ar_customercreditcard for that exact purpose.  Note that the 'Clear Credit Card' utility won't allow you to clear credit cards with a future expiration date, i.e. per Help, "any date up to and including the current period's ending date can be entered in this field".




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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 4.  RE: Best way to clear out all credit cards

    Posted 10-19-2022 01:12
    Perfect @David Overholt & @Brett Zimmerman just what I was looking for. I saw the expiration date and knew that would not work.​​

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    Greg Stiles
    S & W Microsystems
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  • 5.  RE: Best way to clear out all credit cards

    Posted 08-13-2024 17:29

    Re: above, I just realized you can change the A/R module date to get by the apparent date limitation.

    Note that the 'Clear Credit Card' utility won't allow you to clear credit cards with a future expiration date, i.e. per Help, "any date up to and including the current period's ending date can be entered in this field".



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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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